Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units average_cost book_value market_value unrealized_profit_pct
175 GLD
70.63 12360.11 USD
13529.25 USD
9.46
71 ITOT
72.17 5124.35 USD
5610.42 USD
9.49
213.753 RGAGX
204.21 43650.48 USD
62717.27 USD
43.68
5269.90 USD
5269.90 USD
5269.90 USD
57 VACHR
57 VACHR
57 VACHR
220.748 VBMPX
131.82 29099.73 USD
35015.05 USD
20.33
84 VEA
120.32 10106.75 USD
11287.92 USD
11.69
39 VHT
67.70 2640.20 USD
3126.63 USD
18.42